Google’s daily web visits rose 4% year over year to 2.8 billion in June, according to data from BofA Securities. This growth counters expectations of significant disruption from rising artificial intelligence competitors.
The same BofA data indicated that Claude’s web traffic surged 736% year over year, while Meta AI reported a 98% increase in visits during the same period. These percentages reflect growth from smaller user bases, with Claude expanding from roughly 16 million monthly visits in early 2025 to hundreds of millions by early 2026.
Google’s Gemini has captured over 21% of global generative AI traffic share earlier this year, surpassing Perplexity as the second-largest source of AI chatbot referrals.
Alphabet announced it will hold its second-quarter 2026 earnings report call on Wednesday, July 22, at 1:30 p.m. Pacific Time. Wall Street analysts expect the company to report earnings per share of $2.86, a 24% increase from the prior year.
BofA Securities maintains a Buy rating on Alphabet stock. Analysts cited the resilience of Google’s core search traffic as a factor mitigating investor concerns regarding competitive threats, including talent retention and the broader AI arms race.
The data suggests incumbent firms with large-scale operations can sustain growth, as illustrated by Google’s 4% increase amidst a dynamic market. It also indicates that AI chatbots are expanding the overall market for information retrieval rather than simply taking traffic from Google.
